Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The investment outlook for 2019: Late-cycle risks and opportunities
JPMorgan SmartRetirement is built to withstand a range of market cycles and conditions.
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?